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Insurance Glossary

The world of insurance for law firms can be confusing, and difficult to navigate. We've created this glossary because these common insurance terms should be easy to understand.

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law practice management

2 min read

Conflicts of Interest: How Past Representations Can Become a Current Problem

I’ve taken numerous calls over the years from attorneys seeking assistance as they try to work through a conflict situation. These are the calls that both challenge and fascinate me the most because of how complex and convoluted some of the fact...

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3 min read

Considering Limited Scope Representation? Don’t Play Fast and Loose with the RPCs.

Let’s review the basics. ABA Model Rule 1.2 (c) allows a lawyer to limit the scope of the representation if the limitation is reasonable under the...

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4 min read

Why Declinations Really Do Need to Be Tracked

I’ve always been curious about why some attorneys never take the time to make sure that at least the name of every declined prospective client makes...

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3 min read

Try Not To Be A Patsy, Seriously.

I’m not sure why, but I’ve always had a fondness for the word patsy. While the word doesn’t seem to be in wide use anymore, I personally believe the...

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4 min read

How To Identify The Potential Clients You Really Should Say No To

(Updated March 2024) Everyone makes a wrong decision now and again. Unfortunately, if the wrong decision was agreeing to take on a client that you...

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4 min read

Don't Minimize The Importance Of Managing Your Side Of the Attorney-Client Relationship

Over the years, numerous articles have been written on how to successfully manage attorney-client relationships. Typically, these articles emphasize...

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4 min read

If You Failed To Document It, It Never Happened.

(Updated March 2024) Please, can we just acknowledge that lawyers as a group are terrible when it comes to properly and thoroughly documenting their...

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3 min read

Yes, Virginia, There Really Are Accidental Clients

I will admit that I occasionally enjoy a well-crafted cocktail. That said, whenever I find myself in a situation where such beverages are being...

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Nonprofit Board

4 min read

When Nonprofit Boards Come Calling

Look, I get it. An opportunity to sit on the board of a local nonprofit is finally yours for the taking. It’s a charitable cause you strongly...

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4 min read

How To Minimize The Risk Of Becoming A Victim Of Wire Fraud

Updated 07/2023 Lawyers remain a high-profile target for scammers hoping to get away with wire fraud and the attack vectors they are using continue...

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4 min read

How Long Do We Need To Keep Our Closed Files

Updated August 2023 This question is the one question I’m asked more than any other and I get it. Although my wife is a physician, she had to deal...

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2 min read

Social Media and the “Don’t Do Stupid” Warning

Maybe it’s just me; but I fail to understand the devotion so many have to social media, especially something like TikTok. Speaking personally, I...

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